Margins are tight, schedules are tighter, and paperwork never seems to end. When your field team is framing a second-story deck while the office scrambles to match invoices to purchase orders, you need more than good intentions—you need data flowing without friction. Connecting accounting to CountBricks unifies your estimating, takeoff and invoicing workflow so every stud, square, and cent lines up perfectly.
Residential builders who type “connect accounting” into a search bar aren’t looking for theory; they want a hands-on way to sync job costs, vendor bills, and client payments. CountBricks delivers exactly that, replacing disconnected spreadsheets with one AI-driven platform.
1. Capture scope in the field through real-time voice conversation.
2. CountBricks AI converts speech into an itemized estimate matched to live material pricing.
3. One click pushes approved estimates to an invoice schedule.
4. The same data set posts directly into your accounting ledger, preserving original cost codes.
5. Change orders adjust budgets automatically, so your P&L mirrors the project in real time.
• Eliminate double data entry between estimating and bookkeeping
• Reduce invoice turnaround time by up to 70%
• Spot budget overruns before they happen with live cost-to-complete dashboards
• Simplify compliance—every line item has a digital paper trail
• Free your project manager from clerical work so they can manage crews instead
1. Log in to your CountBricks dashboard and navigate to Settings › Accounting Connections.
2. Select your preferred ledger from the CountBricks certified list.
3. Authorize the secure token so CountBricks can post transactions on your behalf.
4. Map CountBricks cost codes to your existing chart of accounts.
5. Run the first sync and review the automatically generated reconciliation report.
After the initial setup, every new estimate, purchase order, and invoice created in CountBricks will appear in your accounting software instantly—no exports, no imports, no spreadsheets.
• Client invoices and payment receipts
• Supplier bills and credit notes
• Payroll cost summaries by project
• Equipment rentals and depreciation allocations
• Overhead allocations for insurance and permits
CountBricks uses bank-grade 256-bit encryption and read/write API keys that can be revoked at any moment. Dual-factor authentication keeps unauthorized users out, while granular user permissions ensure that your apprentice can’t accidentally post journal entries meant for the controller.
• Schedule nightly auto-syncs so morning reports are always up to date
• Use CountBricks cost templates to keep your chart of accounts consistent across jobs
• Create custom dashboards that compare estimated vs. actual cost per subdivision, phase, or crew
• Leverage AI variance alerts—CountBricks flags any line item that exceeds budget by more than your chosen threshold
• Export branded financial summaries directly to your client portal at CountBricks.com/portfolio for transparent communication
A four-lot infill in Maple Ridge, Alberta, required tight coordination between framing, mechanical, and finishing subs. By connecting accounting through CountBricks, the builder shaved two weeks off the billing cycle and identified a potential $6,700 HVAC overrun before it hit the ledger. The project closed at 3% under budget, and the homeowner received weekly cost-to-complete emails generated automatically by CountBricks.
CountBricks support specialists are former project accountants who understand WIP reports as well as blueprint takeoffs. Book a 15-minute setup call at CountBricks.com/consultation and see how quickly your numbers can start working for you.
Most platforms stop at basic exports. CountBricks keeps accounting data live and interactive, powering AI recommendations on material substitutions, crew allocation, and cash-flow timing. When estimating, scheduling, and accounting share one source of truth, your residential construction business scales—without scaling your overhead.
Once your accounting ledger and CountBricks are in sync, the platform starts doing the heavy lifting behind the scenes.
CountBricks continuously reconciles committed costs against your approved budget. Any variance triggers an AI forecast that projects end-of-job impact. Instead of month-end surprises, you receive mid-week insights that let you pivot crews, renegotiate supplier terms, or issue timely change orders.
• Faster approvals mean suppliers get paid sooner
• Clean, itemized purchase orders reduce disputes
• Digital receipts stored in CountBricks improve warranty tracking
Client portals at CountBricks.com/portfolio pull live numbers straight from your ledger. Owners see progress billing, pending changes, and percentage complete—building trust without you lifting a finger.
Need lien waiver reports or insurance audits? Because every transaction is tied to a project, CountBricks generates compliant documentation in seconds. Auditors access a read-only link, saving days of back-and-forth emails.
CountBricks R&D is testing direct banking feeds and payroll syncs to push “connect accounting” even further. Early adopters will enjoy AI-driven cash-flow projections that consider seasonal labor trends and commodity pricing—another reason to stay within the CountBricks ecosystem.
1. Visit CountBricks.com/consultation
2. Choose a 15-minute slot with an implementation specialist
3. Walk through the connection wizard live
4. Review your first automated reconciliation report
5. Watch your overhead shrink as manual entry disappears
Residential construction demands precision. With accounting connected, CountBricks turns data into decisions—and decisions into profit.
